We assist our corporate and institutional clients in prudently managing their fiduciary responsibilities, providing them with a unique set of resources to oversee portfolio design, investment research, investment monitoring, and cost control issues. We further support these processes with the development of an educational curriculum for board members and plan participants. We then become the focal point for the implementation and ongoing management of the strategy.
Our firm's effectiveness in consulting is based on an intimate working partnership with our institutional clients. This alignment of interests extends for many of our clients to assuming a co fiduciary status on managed assets.
We provide these services for defined benefit plans, defined contribution plans, foundations, trust, and endowments.